MondegarAI
GW&K Investment Management, LLC

Q4 2025 · 13F-HR

GW&K Investment Management, LLCholdings as filed

Filed 2026-02-11 · accession 0001082917-26-000001

$11.6M
Reported value
997
Positions
2025-12-31
Period end
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The Brief · GW&K Investment Management, LLC · Q4 2025

AI · grounded in 13F

GW&K Investment Management, LLC increased its stake in AVAV by 289.92%. The fund also accumulated shares in IONS and [[stock:NOVT], increasing those positions by 197.97% and 187.27% respectively. On the sell side, the manager trimmed holdings in HO1 by 99.58% and ATR by 99.35%.

Holdings as filed

First 500 of 997

CUSIPTickerIssuerValue% port.SharesClassVoting
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS H$208,6091.80%1,217,935CommonSOLE
75524B104RBCRBC BEARINGS INC$163,3821.41%364,336CommonSOLE
45073V108ITTITT INC$149,3391.29%860,687CommonSOLE
594918104MSFTMICROSOFT CORP$145,5421.26%300,944CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES$142,7001.23%681,560CommonSOLE
11135F101AVGOBROADCOM INC$136,9061.18%395,569CommonSOLE
379577208GMEDGLOBUS MEDICAL INC - A$132,3921.14%1,516,345CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$122,4931.06%736,524CommonSOLE
00187Y100APGAPI GROUP CORP$121,3861.05%3,172,670CommonSOLE
860630102SFSTIFEL FINANCIAL CORP$112,3740.97%897,401CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$108,3430.94%652,667CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$104,8830.91%524,251CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$104,2030.90%111,647CommonSOLE
72407810062CPIPER SANDLER COS$100,6720.87%296,342CommonSOLE
122017106BURLBURLINGTON STORES INC$98,5090.85%341,034CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$97,3530.84%4,534,381CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$95,5010.83%311,855CommonSOLE
451107106IDAIDACORP INC$90,7410.78%716,975CommonSOLE
149568107CVCOCAVCO INDUSTRIES INC$89,2920.77%151,149CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$87,7330.76%156,198CommonSOLE
67000B104NOVTNOVANTA INC$87,6910.76%736,954CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$87,5660.76%973,826CommonSOLE
00287Y109ABBVABBVIE INC$85,6680.74%374,931CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$84,4390.73%1,254,648CommonSOLE
655663102NDSNNORDSON CORP$84,1990.73%350,198CommonSOLE
457669307INSMINSMED INC$84,0050.73%482,670CommonSOLE
466313103JBLJABIL INC$83,8830.73%367,874CommonSOLE
902788108UMBFUMB FINANCIAL CORP$82,6310.71%718,277CommonSOLE
615394202MOG/AMOOG INC-CLASS A$81,9980.71%336,673CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$81,7870.71%576,648CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$81,1370.70%254,520CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$77,6210.67%682,196CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$75,7000.65%1,040,683CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$72,7000.63%427,644CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$70,0910.61%217,527CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP - A$69,3810.60%3,169,496CommonSOLE
929089100VOYAVOYA FINANCIAL INC$68,8420.60%924,179CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS$68,7470.59%763,595CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$68,7230.59%1,476,325CommonSOLE
576485205MTDRMATADOR RESOURCES CO$66,6960.58%1,571,528CommonSOLE
008492100ADCAGREE REALTY CORP$65,2990.56%906,544CommonSOLE
258278100DORMDORMAN PRODUCTS INC$65,2470.56%529,644CommonSOLE
78781J109SAILSAILPOINT INC$65,1020.56%3,218,056CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$64,7620.56%403,756CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$63,5900.55%510,506CommonSOLE
67066G104NVDANVIDIA CORP$63,0780.55%338,219CommonSOLE
29362U104ENTGENTEGRIS INC$63,0080.54%747,869CommonSOLE
04621X108AIZASSURANT INC$62,4910.54%259,456CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$62,3280.54%1,067,077CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$62,2340.54%786,668CommonSOLE
441593100HLIHOULIHAN LOKEY INC$62,0560.54%356,255CommonSOLE
26969P108EXPEAGLE MATERIALS INC$61,9160.54%299,567CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$61,3170.53%564,662CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$61,2630.53%311,219CommonSOLE
88362T103THRTHERMON GROUP HOLDINGS INC$60,4690.52%1,627,257CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$59,7660.52%2,391,577CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$59,6430.52%152,487CommonSOLE
87265H109T86TRI POINTE HOMES INC$59,2180.51%1,881,737CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$58,8000.51%2,675,157CommonSOLE
37637Q105GBCIGLACIER BANCORP INC$58,6950.51%1,332,461CommonSOLE
749685103RPMRPM INTERNATIONAL INC$58,5240.51%562,729CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$57,7980.50%401,678CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$57,4970.50%411,213CommonSOLE
92346J108VCELVERICEL CORP$56,9310.49%1,580,967CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CO$56,7980.49%1,609,015CommonSOLE
632307104NTRANATERA INC$55,8920.48%243,967CommonSOLE
747316107KWRQUAKER HOUGHTON$55,7930.48%406,329CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$55,5940.48%216,509CommonSOLE
192422103CGNXCOGNEX CORP$54,7900.47%1,522,767CommonSOLE
008073108AVAVAEROVIRONMENT INC$53,7140.46%222,055CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$53,7120.46%1,080,716CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$53,6680.46%1,175,900CommonSOLE
090572207BIOBIO-RAD LABORATORIES-A$53,6550.46%177,083CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$53,5200.46%136,074CommonSOLE
29364G103ETRENTERGY CORP$53,4200.46%577,946CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$53,2090.46%348,909CommonSOLE
617446448MSMORGAN STANLEY$53,0600.46%298,881CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUT$52,1350.45%514,153CommonSOLE
114340102AZTAAZENTA INC$51,5560.45%1,550,101CommonSOLE
75513E101RTXRTX CORP$51,4780.45%280,689CommonSOLE
277276101EGPEASTGROUP PROPERTIES INC$51,2530.44%287,705CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$49,7780.43%207,714CommonSOLE
83418M103SEISOLARIS ENERGY INFRASTRUCTUR$49,7610.43%1,082,458CommonSOLE
866674104SUISUN COMMUNITIES INC$49,3190.43%398,019CommonSOLE
02079K305GOOGLALPHABET INC-CL A$49,0850.42%156,822CommonSOLE
29250N105ENBENBRIDGE INC$48,7150.42%1,018,513CommonSOLE
229899109CFRCULLEN/FROST BANKERS INC$48,5460.42%383,363CommonSOLE
92337F107VCYTVERACYTE INC$47,9980.42%1,140,083CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$47,8920.41%626,122CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$47,7890.41%214,136CommonSOLE
126402106CSWCSW INDUSTRIALS INC$46,7290.40%159,197CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC-CL B$46,4190.40%1,749,677CommonSOLE
811707801SBCFSEACOAST BANKING CORP/FL$46,1080.40%1,467,500CommonSOLE
52736R102LEVILEVI STRAUSS & CO- CLASS A$46,0340.40%2,219,599CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$45,5090.39%2,553,789CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$44,3270.38%1,309,506CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS$44,1530.38%451,459CommonSOLE
17275R102CSCOCISCO SYS INC$44,1010.38%572,523CommonSOLE
G8473T100STESTERIS PLC$44,0600.38%173,791CommonSOLE
45827U109INTAINTAPP INC$43,6980.38%953,688CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$42,6630.37%191,631CommonSOLE
64361Q101VNOMVIPER ENERGY INC-CL A$42,5500.37%1,101,472CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$42,5030.37%1,156,216CommonSOLE
42226A107HQYHEALTHEQUITY INC$42,4060.37%462,891CommonSOLE
09290D101BLKBLACKROCK INC$42,2530.37%39,476CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$41,9550.36%534,923CommonSOLE
002824100ABTABBOTT LABORATORIES$41,9000.36%334,425CommonSOLE
830830105SKYCHAMPION HOMES INC$41,6670.36%493,096CommonSOLE
03076K108ABCBAMERIS BANCORP$41,5480.36%559,412CommonSOLE
G54950103LINLINDE PLC$41,2830.36%96,820CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC CO$40,7670.35%849,502CommonSOLE
05368V106AVNTAVIENT CORP$40,6890.35%1,302,445CommonSOLE
76131D103QSRRESTAURANT BRANDS INTERN$40,1200.35%588,012CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$40,1140.35%231,450CommonSOLE
124805102CBZCBIZ INC$39,3020.34%779,033CommonSOLE
513847103MZTIMARZETTI COMPANY/THE$39,1330.34%238,005CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$38,3670.33%155,860CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$38,3300.33%593,888CommonSOLE
191216100KOCOCA-COLA CO/THE$37,9090.33%542,253CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$37,8480.33%349,056CommonSOLE
81764X103TTANSERVICETITAN INC-A$37,8250.33%355,159CommonSOLE
04963C209ATRCATRICURE INC$37,6650.33%952,089CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP/THE$37,6580.33%429,598CommonSOLE
02005N100ALLYALLY FINANCIAL INC$37,3590.32%824,893CommonSOLE
942622200WSOWATSCO INC$37,1390.32%110,221CommonSOLE
437076102HDHOME DEPOT INC$37,0070.32%107,548CommonSOLE
311900104FASTFASTENAL CO$36,5260.32%910,204CommonSOLE
829073105SSDSIMPSON MANUFACTURING CO INC$35,4060.31%219,270CommonSOLE
G0176J109ALLEALLEGION PLC$34,9910.30%219,762CommonSOLE
03674X106ARANTERO RESOURCES CORP$34,9310.30%1,013,645CommonSOLE
03783C100APPFAPPFOLIO INC - A$34,6860.30%149,087CommonSOLE
704326107PAYXPAYCHEX INC.$34,3960.30%306,611CommonSOLE
228903100AORTARTIVION INC$34,3790.30%753,752CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$33,7780.29%433,219CommonSOLE
12763L105CDRECADRE HOLDINGS INC$33,6900.29%824,927CommonSOLE
407497106HLNEHAMILTON LANE INC-CLASS A$33,5340.29%249,673CommonSOLE
057665200BCPCBALCHEM CORP$32,9700.29%214,982CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$32,8630.28%1,207,301CommonSOLE
037833100AAPLAPPLE INC$32,2750.28%118,719CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$32,0200.28%257,933CommonSOLE
73278L105POOLPOOL CORP$31,9920.28%139,853CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP$31,8960.28%137,164CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$31,6340.27%1,375,407CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$31,2110.27%813,647CommonSOLE
37253A103THRMGENTHERM INC$31,1440.27%856,297CommonSOLE
58933Y105MRKMERCK & CO. INC.$31,0870.27%295,331CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$30,9050.27%604,678CommonSOLE
031162100AMGNAMGEN INC$30,7080.27%93,819CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$30,6530.27%2,032,631CommonSOLE
366505105GTXGARRETT MOTION INC$30,6190.26%1,756,689CommonSOLE
264147109DCODUCOMMUN INC$30,4200.26%319,772CommonSOLE
816850101SMTCSEMTECH CORP$30,4020.26%412,569CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$30,3120.26%82,239CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$30,0280.26%785,268CommonSOLE
23282W605CYTKCYTOKINETICS INC$30,0150.26%472,363CommonSOLE
440327104HMNHORACE MANN EDUCATORS$29,6430.26%641,893CommonSOLE
69047Q102OVVOVINTIV INC$29,3000.25%747,647CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$29,2890.25%1,008,580CommonSOLE
153527205CENTACENTRAL GARDEN AND PET CO-A$29,1960.25%1,000,206CommonSOLE
149150104CATYCATHAY GENERAL BANCORP$29,0920.25%601,183CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$29,0860.25%548,681CommonSOLE
90337L108USPHU.S. PHYSICAL THERAPY INC$28,2670.24%361,974CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$28,0220.24%158,791CommonSOLE
023135106AMZNAMAZON.COM INC$27,9210.24%120,964CommonSOLE
458665304TILEINTERFACE INC$27,7360.24%993,413CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$27,6160.24%1,848,447CommonSOLE
78377T107RHPRYMAN HOSPITALITY PROPERTIES$27,6010.24%291,699CommonSOLE
077347300BELFBBEL FUSE INC-CL B$27,5340.24%162,317CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$27,0420.23%81,919CommonSOLE
03027X100AMTAMERICAN TOWER CORP$27,0220.23%153,911CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$26,9650.23%1,168,864CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$26,7560.23%3,089,708CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$26,5750.23%950,799CommonSOLE
64049M209NEONEOGENOMICS INC$26,3280.23%2,238,767CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$26,1830.23%208,862CommonSOLE
402635502GPORGULFPORT ENERGY CORP$25,8550.22%124,304CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$25,1430.22%1,563,613CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$25,0560.22%482,682CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$24,6550.21%3,160,924CommonSOLE
76156B107RVLVREVOLVE GROUP INC$24,0730.21%797,389CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$23,9470.21%76,060CommonSOLE
460146103IPINTERNATIONAL PAPER CO$23,6110.20%599,408CommonSOLE
87162W100SNXTD SYNNEX CORP$23,3960.20%155,734CommonSOLE
M6158M104ITRNITURAN LOCATION AND CONTROL$23,2180.20%539,817CommonSOLE
532457108LLYLILLY ELI & CO$23,0820.20%21,478CommonSOLE
45378A106IRTINDEPENDENCE REALTY TRUST IN$22,8650.20%1,308,087CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$22,8290.20%36,663CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP/WA$22,6690.20%197,829CommonSOLE
675234108OCFCOCEANFIRST FINANCIAL CORP$22,4740.19%1,252,035CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$22,4340.19%33,986CommonSOLE
19247A100CNSCOHEN & STEERS INC$22,4210.19%357,134CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$22,2770.19%227,459CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$22,2040.19%117,432CommonSOLE
453836108INDBINDEPENDENT BANK CORP/MA$22,1630.19%303,278CommonSOLE
827048109SLGNSILGAN HOLDINGS INC$21,7900.19%539,766CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$21,6780.19%1,306,678CommonSOLE
74762E102QUREQUANTA SERVICES INC$21,5960.19%51,168CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$21,5860.19%344,497CommonSOLE
57636Q104MAMASTERCARD INC - A$21,5110.19%37,680CommonSOLE
63633D104NHINATL HEALTH INVESTORS INC$21,4450.19%280,792CommonSOLE
52476L109LGNLEGENCE CORP-CL A$21,1540.18%491,505CommonSOLE
420261109HWKNHAWKINS INC$21,1080.18%148,587CommonSOLE
29667J101ESQESQUIRE FINANCIAL HOLDINGS I$20,4050.18%199,909CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES INC$20,3780.18%225,069CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES$20,1520.17%101,025CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$19,9650.17%327,550CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$19,6940.17%29,110CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$19,4150.17%413,093CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$19,2420.17%211,324CommonSOLE
29977A105EVREVERCORE INC$19,0540.16%55,999CommonSOLE
104674106BRCBRADY CORPORATION - CL A$18,9920.16%242,338CommonSOLE
781846209RUSHARUSH ENTERPRISES INC-CL A$18,9300.16%350,952CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$18,9250.16%32,660CommonSOLE
674215207CHRDCHORD ENERGY CORP$18,7280.16%202,032CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$18,6140.16%514,047CommonSOLE
893641100TDGTRANSDIGM GROUP INC$18,5700.16%13,964CommonSOLE
320866106FMBHFIRST MID BANCSHARES INC$18,5110.16%474,651CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$18,3850.16%51,473CommonSOLE
43785V102MCHBMECHANICS BANCORP-A$18,0430.16%1,233,288CommonSOLE
607828100MODMODINE MANUFACTURING CO$17,9650.16%134,562CommonSOLE
66405S100NBNNORTHEAST BANK$17,9360.16%172,575CommonSOLE
G9618E107WTMWHITE MOUNTAINS INSURANCE GP$17,9150.15%8,621CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$17,6520.15%669,146CommonSOLE
918284100VSECVSE CORP$17,5740.15%101,718CommonSOLE
71944F106PHRPHREESIA INC$17,4750.15%1,032,795CommonSOLE
G8068L108SNSHARKNINJA INC$16,3230.14%145,875CommonSOLE
30257X104FBKFB FINANCIAL CORP$16,2090.14%290,494CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$16,0650.14%294,277CommonSOLE
574795100MASIMASIMO CORP$15,5240.13%119,362CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDI$15,4820.13%141,243CommonSOLE
966084204WSRWHITESTONE REIT$15,3750.13%1,106,910CommonSOLE
81762P102NOWSERVICENOW INC$15,3000.13%99,876CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$15,1720.13%111,255CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC-A$15,1580.13%636,363CommonSOLE
00737L103CVSAADTALEM GLOBAL EDUCATION INC$15,0900.13%145,836CommonSOLE
86333M108LRNSTRIDE INC$15,0700.13%232,098CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$15,0430.13%671,275CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKE$14,8430.13%276,094CommonSOLE
918090101UTZUTZ BRANDS INC$14,5700.13%1,403,666CommonSOLE
498894104KNFKNIFE RIVER CORP$14,5550.13%206,894CommonSOLE
505336107LZBLA-Z-BOY INC$13,9610.12%374,583CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$13,9180.12%62,685CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$13,7970.12%797,494CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$13,7570.12%517,975CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$13,6910.12%701,364CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$13,5310.12%29,809CommonSOLE
819047101SHAKSHAKE SHACK INC - CLASS A$12,8400.11%158,194CommonSOLE
698884103PARPAR TECHNOLOGY CORP/DEL$12,0430.10%331,964CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$11,8690.10%17,329CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES-A$11,8500.10%121,488CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$11,6100.10%44,861CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$11,4020.10%41,441CommonSOLE
88160R101TSLATESLA INC$10,8840.09%24,202CommonSOLE
69343T107PJTPJT PARTNERS INC - A$10,5940.09%63,361CommonSOLE
012348108AINALBANY INTL CORP-CL A$9,2340.08%182,127CommonSOLE
92047W101VVVVALVOLINE INC$8,9670.08%308,556CommonSOLE
691497309OXMOXFORD INDUSTRIES INC$8,7710.08%256,469CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HO$8,5260.07%1,072,491CommonSOLE
46435G326IDEVISHARES CORE MSCI DEV MKTS$8,2660.07%100,213CommonSOLE
45167R104IEXIDEX CORP$7,9170.07%44,495CommonSOLE
16359R103CHECHEMED CORP$7,3540.06%17,187CommonSOLE
75281A109RRCRANGE RESOURCES CORP$7,2750.06%206,338CommonSOLE
303250104FICOFAIR ISAAC CORP$6,7460.06%3,990CommonSOLE
749607107RLIRLI CORP$6,7000.06%104,713CommonSOLE
87305R109TTMITTM TECHNOLOGIES$6,3290.05%91,725CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSPORTATION$6,2410.05%119,385CommonSOLE
501889208LKQLKQ CORP$6,1270.05%202,885CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HOLDINGS I$5,8260.05%204,152CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$5,7600.05%113,753CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$5,5420.05%30,579CommonSOLE
89055F103BLDTOPBUILD CORP$5,4650.05%13,099CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$5,3940.05%141,180CommonSOLE
F21107101CSTMCONSTELLIUM SE$5,0350.04%267,131CommonSOLE
45245E109IMAXIMAX CORP$5,0340.04%136,188CommonSOLE
536797103LADLITHIA MOTORS INC$4,9970.04%15,036CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$4,8270.04%19,581CommonSOLE
78462F103SPYSS SPDR S&P 500 ETF TRUST-US$4,7810.04%7,011CommonSOLE
04626A103ALABASTERA LABS INC$4,4890.04%26,981CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP-CL C$4,3270.04%24,647CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES CRP$3,9920.03%60,091CommonSOLE
20464U100COMPCOMPASS INC - CLASS A$3,8760.03%366,704CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$3,7200.03%241,882CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$3,6530.03%331,487CommonSOLE
L44385109GLOBGLOBANT SA$3,5960.03%55,007CommonSOLE
00404A109ACHCACADIA HEALTHCARE CO INC$3,5520.03%250,358CommonSOLE
177835105CHCOCITY HOLDING CO$3,1960.03%26,815CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$3,0700.03%21,752CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$2,8760.02%147,343CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$2,6940.02%42,304CommonSOLE
91879Q109MTNVAIL RESORTS INC$2,6760.02%20,154CommonSOLE
720190206PDMPIEDMONT REALTY TRUST INC$2,6270.02%315,009CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$2,6260.02%81,682CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP E$2,5610.02%21,308CommonSOLE
922908637VVVANGUARD LARGE-CAP ETF$2,4770.02%7,867CommonSOLE
004239109AKRACADIA REALTY TRUST$2,4740.02%120,467CommonSOLE
894164102TNLTRAVEL LEISURE CO$2,4690.02%35,008CommonSOLE
320209109FFBCFIRST FINANCIAL BANCORP$2,4530.02%98,057CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$2,4420.02%56,847CommonSOLE
253798102DGIIDIGI INTERNATIONAL INC$2,4100.02%55,669CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$2,3780.02%47,968CommonSOLE
93148P102WDWALKER & DUNLOP INC$2,3570.02%39,191CommonSOLE
844895102SWXSOUTHWEST GAS HOLDINGS INC$2,3530.02%29,408CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$2,2770.02%45,280CommonSOLE
464287507IJHISHARES CORE S&P MIDCAP ETF$2,2760.02%34,478CommonSOLE
911163103UNFIUNITED NATURAL FOODS INC$2,2760.02%67,603CommonSOLE
982104101WSWORTHINGTON STEEL INC$2,2600.02%65,266CommonSOLE
293712105EFSCENTERPRISE FINANCIAL SERVICE$2,2550.02%41,759CommonSOLE
64119V303NTSTNETSTREIT CORP$2,2210.02%125,922CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$2,0300.02%111,843CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$2,0180.02%7,824CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,9940.02%21,857CommonSOLE
872590104TMUST-MOBILE US INC$1,9820.02%9,761CommonSOLE
04208T108AHRTARMADA HOFFLER PROPERTIES IN$1,8470.02%278,973CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$1,8030.02%24,335CommonSOLE
039653100ACAARCOSA INC$1,7880.02%16,815CommonSOLE
300426103ECGEVERUS CONSTRUCTION GROUP$1,7690.02%20,678CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,7560.02%3,360CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$1,7450.02%124,394CommonSOLE
78467Y107MDYSTATE STREET SPDR S&P MIDCAP$1,6040.01%2,659CommonSOLE
02079K107GOOGALPHABET INC-CL C$1,4990.01%4,778CommonSOLE
13462K109CWHCAMPING WORLD HOLDINGS INC-A$1,4180.01%145,732CommonSOLE
13057Q305CRCCALIFORNIA RESOURCES CORP$1,4150.01%31,657CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1,3910.01%52,041CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,3570.01%13,453CommonSOLE
630402105NSSCNAPCO SECURITY TECHNOLOGIES$1,2660.01%30,358CommonSOLE
922908629VOVANGUARD MID-CAP ETF$1,2590.01%4,337CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$1,2420.01%12,929CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$1,1730.01%3,499CommonSOLE
46222L108IONQIONQ INC$1,1660.01%25,995CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$1,1620.01%12,993CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$1,0220.01%2,289CommonSOLE
595112103MUMICRON TECHNOLOGY INC$9950.01%3,485CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH$9190.01%2,844CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$9180.01%2,062CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$8890.01%1,769CommonSOLE
478160104JNJJOHNSON & JOHNSON$8130.01%3,930CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$8120.01%1,294CommonSOLE
78709Y105SAIASAIA INC$7640.01%2,340CommonSOLE
30231G102XOMEXXON MOBIL CORP$6470.01%5,373CommonSOLE
244199105DEDEERE & CO$6380.01%1,371CommonSOLE
217204106CPRTCOPART INC$5920.01%15,131CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$5890.01%9,430CommonSOLE
92826C839VVISA INC-CLASS A SHARES$5810.01%1,657CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$5450.00%17,679CommonSOLE
464287499IWRISHARES RUSSELL MID-CAP ETF$5180.00%5,381CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH$5170.00%1,093CommonSOLE
46431W507NEARISHARES SH DBA ETF USD INC$5130.00%10,032CommonSOLE
921909768VXUSVANGUARD TOTAL INTL STOCK$4810.00%6,372CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$4310.00%2,427CommonSOLE
949746101WMT2WELLS FARGO & CO$4210.00%4,522CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL-CAP$4190.00%5,402CommonSOLE
78463X889SPDWSTATE STREET SPDR PORTFOLIO$4180.00%9,414CommonSOLE
931142103WMTWALMART INC$4160.00%3,738CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$4140.00%2,891CommonSOLE
46434V621DGROISHARES CORE DIVIDEND GROWTH$4120.00%5,937CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$4110.00%1,387CommonSOLE
65339F101NEENEXTERA ENERGY INC$4100.00%5,113CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD$3930.00%10,508CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$3840.00%445CommonSOLE
060505104BACBANK OF AMERICA CORP$3820.00%6,946CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE E$3790.00%1,804CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKET$3770.00%6,898CommonSOLE
007903107AMDADVANCED MICRO DEVICES$3480.00%1,626CommonSOLE
166764100CVXCHEVRON CORP$3470.00%2,279CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP-CL A$3380.00%1,392CommonSOLE
64110L106NFLXNETFLIX INC$3320.00%3,543CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY I$3230.00%14,000CommonSOLE
713448108PEPPEPSICO INC$3160.00%2,202CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$3160.00%1,513CommonSHARED
78467X109DIASPDR DJIA TRUST$3070.00%639CommonSOLE
512807306LRCXLAM RESEARCH CORP$2870.00%1,676CommonSOLE
032095101APHAMPHENOL CORP-CL A$2860.00%2,114CommonSOLE
68389X105ORCLORACLE SYS CORP$2770.00%1,419CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING$2650.00%3,948CommonSOLE
30214U102EXPOEXPONENT INC$2650.00%3,815CommonSOLE
369604301GEGENERAL ELECTRIC CO$2600.00%843CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$2550.00%2,549CommonSOLE
907818108UNPUnion Pacific Railroad$2510.00%1,087CommonSOLE
149123101CATCATERPILLAR INC$2450.00%427CommonSOLE
58155Q103MCKMCKESSON CORP$2440.00%297CommonSOLE
219948106CPAYCORPAY INC$2440.00%810CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2400.00%273CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$2390.00%354CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$2370.00%1,151CommonSHARED
H1467J104CBCHUBB LTD$2370.00%760CommonSOLE
038222105AMATAPPLIED MATERIALS INC$2310.00%897CommonSOLE
436440101HO1HOLOGIC INC$2270.00%3,058CommonSOLE
038336103ATRAPTARGROUP INC$2220.00%1,824CommonSOLE
79466L302CRMSALESFORCE INC$2190.00%825CommonSOLE
464287721IYWISHARES USTECHNOLOGY ETF$2180.00%1,092CommonSOLE
580135101MCDMCDONALD'S CORP$2170.00%711CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$2170.00%2,567CommonSOLE
00206R102TAT&T INC$2140.00%8,603CommonSOLE
G29183103ETNEATON CORP PLC$2140.00%671CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2090.00%2,195CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROW$2080.00%1,521CommonSOLE
21037T109CEGCONSTELLATION ENERGY$2010.00%570CommonSOLE
651639106NEMNEWMONT CORP$1990.00%1,989CommonSOLE
826919102SLABSILICON LABORATORIES INC$1960.00%1,500CommonSHARED
891092108TTCTORO CO$1880.00%2,384CommonSHARED
922908553VNQVANGUARD REAL ESTATE ETF$1880.00%2,125CommonSOLE
097023105BABOEING CO/THE$1880.00%866CommonSOLE
36828A101GEVGE VERNOVA INC$1840.00%282CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-U$1840.00%2,495CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$1830.00%936CommonSOLE
172967424CCITIGROUP INC$1770.00%1,515CommonSOLE
78463X749RWOSTATE STREET SPDR DOW JONES$1710.00%3,805CommonSOLE
747525103QCOMQUALCOMM INC$1690.00%986CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1680.00%2,062CommonSOLE
12572Q105CMECME GROUP INC$1660.00%608CommonSOLE
94106L109WMWASTE MANAGEMENT INC$1650.00%749CommonSOLE
482480100KLACKLA CORP$1640.00%135CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$1640.00%1,917CommonSOLE
254687106DISWALT DISNEY CO/THE$1620.00%1,428CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$1600.00%557CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1570.00%767CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$1520.00%878CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$1520.00%1,342CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND E$1480.00%1,382CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1450.00%393CommonSOLE
548661107LOWLOWES COS INC$1450.00%601CommonSOLE
458140100INTCINTEL CORP$1450.00%3,926CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE E$1430.00%789CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1400.00%359CommonSOLE
461202103INTUINTUIT INC$1400.00%212CommonSOLE
235851102DHRDANAHER CORP$1380.00%605CommonSOLE
629377508NRGNRG ENERGY INC$1380.00%865CommonSOLE
717081103PFEPFIZER INC$1380.00%5,545CommonSOLE
G1151C101ACNACCENTURE PLC-CL A$1350.00%505CommonSOLE
92537N108VRTVERTIV HOLDINGS CO-A$1340.00%825CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$1290.00%533CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$1250.00%453CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$1250.00%254CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1240.00%3,040CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1210.00%1,447CommonSOLE
G5960L103MDTMEDTRONIC PLC$1190.00%1,237CommonSOLE
375558103GILDGILEAD SCIENCES INC$1180.00%964CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1160.00%205CommonSOLE
88579Y101MMM3M COMPANY$1160.00%725CommonSOLE
872540109TJXTJX COS INC NEW$1120.00%732CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$1120.00%238CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1120.00%21CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1090.00%763CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1070.00%188CommonSOLE
37045V100GMGENERAL MOTORS CO$1050.00%1,286CommonSOLE
808524607SCHASCHWAB US SMALL-CAP ETF$1050.00%3,669CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$1040.00%3,480CommonSOLE
26441C204DUKDUKE ENERGY CORP$1010.00%862CommonSOLE
G25508105CRHCRH PLC$1010.00%810CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$1010.00%1,116CommonSOLE
02209S103MOALTRIA GROUP INC$1000.00%1,742CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1000.00%1,539CommonSOLE
45784P101PODDINSULET CORP$980.00%346CommonSOLE
922908736VUGVANGUARD GROWTH ETF$980.00%200CommonSOLE
958102105WDCWESTERN DIGITAL CORP$960.00%555CommonSOLE
040413205ANETARISTA NETWORKS INC$950.00%724CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$950.00%1,938CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROW$950.00%344CommonSOLE
020002101ALLALLSTATE CORP$930.00%449CommonSOLE
74340W103PLDPROLOGIS INC$930.00%725CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$930.00%580CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$930.00%1,840CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$920.00%119CommonSOLE
03990B101ARESARES MANAGEMENT CORP - A$920.00%568CommonSOLE
33829M101FIVEFIVE BELOW$900.00%475CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$900.00%1,415CommonSOLE
55354G100MSCIMSCI INC$900.00%157CommonSOLE
808524888SCHCSCHWAB INTL SMALL-CAP EQUITY$890.00%1,962CommonSOLE
00724F101ADBEADOBE INC$890.00%255CommonSOLE
31428X106FDXFEDEX CORP$880.00%303CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$870.00%152CommonSOLE
863667101SYKSTRYKER CORP$860.00%246CommonSOLE
842587107SOSOUTHERN CO/THE$850.00%972CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$840.00%457CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$810.00%596CommonSOLE
126408103CSXCSX CORP$810.00%2,224CommonSOLE
20825C104COPCONOCOPHILLIPS$800.00%852CommonSOLE
92939U106WECWEC ENERGY GROUP INC$790.00%747CommonSOLE
44930G107ICUIICU MEDICAL INC$780.00%545CommonSHARED
126650100CVSCVS HEALTH CORP$780.00%979CommonSOLE
775711104ROLROLLINS INC$780.00%1,304CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$770.00%1,424CommonSOLE
743315103PGRPROGRESSIVE CORP$770.00%340CommonSOLE
422806208HEI/AHEICO CORP-CLASS A$770.00%307CommonSOLE
24703L202DELLDELL TECHNOLOGIES -C$760.00%600CommonSOLE
172908105CTASCINTAS CORP$760.00%402CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$750.00%461CommonSOLE
37733W204GSKGSK PLC-SPON ADR$750.00%1,524CommonSOLE
219350105GLWCORNING INC$750.00%856CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$750.00%239CommonSOLE
291011104EMREMERSON ELECTRIC CO$740.00%556CommonSOLE
428291108HXLHEXCEL CORP$740.00%997CommonSHARED
78464A607RWRSS SPDR DOW JONES REIT ETF$740.00%750CommonSOLE
46137V530PNQIINVESCO NASDAQ INTERNET ETF$740.00%1,375CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$730.00%912CommonSOLE
90138F102TWLOTWILIO INC - A$730.00%513CommonSOLE
95040Q104WELLWELLTOWER INC$730.00%392CommonSOLE
032654105ADIANALOG DEVICES INC$720.00%265CommonSOLE
16679L109CHWYCHEWY INC - CLASS A$710.00%2,142CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET ETF$700.00%2,681CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.